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Souders Financial Advisors’s Progressive PGR Stock Holding History

Souders Financial Advisors’s Portfolio PGR Stock Details PGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$929K Buy
4,687
+733
+19% +$151K 0.11% 101
2025
Q4 		$900K Buy
3,954
+1,094
+38% +$247K 0.1% 96
2025
Q3 		$706K Buy
2,860
+179
+7% +$44.1K 0.08% 111
2025
Q2 		$715K Buy
2,681
+539
+25% +$148K 0.09% 110
2025
Q1 		$606K Sell
2,142
-102
-5% -$26.7K 0.08% 119
2024
Q4 		$538K Buy
2,244
+75
+3% +$18.9K 0.08% 123
2024
Q3 		$550K Sell
2,169
-163
-7% -$37.9K 0.08% 122
2024
Q2 		$484K Buy
2,332
+17
+0.7% +$3.56K 0.07% 125
2024
Q1 		$479K Sell
2,315
-198
-8% -$36.7K 0.08% 122
2023
Q4 		$400K Sell
2,513
-444
-15% -$69.5K 0.07% 128
2023
Q3 		$412K Buy
+2,957
New +$389K 0.08% 123

Other funds holding PGR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
DAM
Diamant Asset Management Ridgefield, Connecticut $137B AUM 18.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Souders Financial Advisors's PGR Position: Q1 2026 in Review

Souders Financial Advisors increased its Progressive (PGR) stake by 19% in Q1 2026, buying an estimated $151K and bringing the position to 4,687 shares worth $929K. The position accounts for 0.11% of the portfolio, ranked #101.

Souders Financial Advisors first reported a position in PGR in Q3 2023 and has held it in 11 quarters since. 1,762 funds tracked by Wall St. Rank hold PGR as of Q1 2026.

  • Souders Financial Advisors held 4,687 shares of Progressive worth $929K as of Q1 2026.
  • Souders Financial Advisors bought 733 Progressive shares in Q1 2026, an estimated $151K.
  • Progressive made up 0.11% of Souders Financial Advisors's portfolio in Q1 2026, its #101 holding.
  • Souders Financial Advisors first reported a position in Progressive in Q3 2023 and has held it in 11 quarters since.
  • 1,762 funds tracked by Wall St. Rank held Progressive as of Q1 2026.

Based on Souders Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.